If you’ve decided to switch to a new Applicant Tracking System (ATS) and are unsure of the next steps in ModernLoop, this guide provides a sample transition plan to help you navigate the process. Transitioning systems can be complex, so partnering with your Customer Success Manager (CSM) is key to ensuring success.

Introduction

Switching to a new ATS is a significant change, and ModernLoop is here to support you at every step. Your Customer Success Manager will:

• Coordinate the transition process.
• Finalize a tailored transition plan for your organization.
• Help preserve your modules, templates, and workflows.
• Communicate timelines and guidelines to your team.

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IMPORTANT: This article is a sample transition plan. Schedule a meeting with your Customer Success Manager at least 2 weeks prior to your target transition date to create a customized plan specific to your organization and ATS system.

Attempting to transition your ATS in ModernLoop without the assistance of your Customer Success Manager can result in significant customer-facing caveats including loss of data.

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In This Article

Transition Plan

1. Schedule a Kickoff Meeting
   • Meet with your Customer Success Manager to review the transition plan and sign off on it.
2. Set Key Dates
   • Select a transition date to complete the ATS switch.
   • Allocate integration time for the switch on the transition day.
3. Rollout Guidelines for Users
   • Implement a rollout policy instructing ModernLoop users not to schedule interviews beyond the transition date.
   • Inform your team about the upcoming ATS switch and guidelines.
4. ModernLoop Notifications
   • ModernLoop will display an in-product banner to notify users not to schedule interviews past the transition date.
   • This step will be completed by ModernLoop.
5. Verification and Completion
   • New ATS data will be verified for accuracy.
   • Once the transition is complete, ModernLoop will remove the banner internally.

Transition Period Guidelines